Client Relations Specialist

Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Thu, Nov 21, 2024
This job expires in: 12 days

Job Summary

A company is looking for a Client Relations Team Specialist to provide high-quality service to HNW clients.

Key Responsibilities:
  • Respond to incoming client service requests for small to large accounts
  • Process endorsements and issue new business
  • Answer client questions regarding coverage and remarket accounts as needed

Required Qualifications, Training, and Education:
  • Current State Insurance License or willingness to obtain within the first 90 days
  • Intermediate knowledge of Microsoft Word and Excel
  • Ability to learn insurance company and firm software programs
  • Typing speed of a minimum of 55 words per minute
  • Experience in a fast-paced, multi-tasking environment

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